Cincinnati Specialty Underwriters Insurance’s Broadcom AVGO Stock Holding History

Cincinnati Specialty Underwriters Insurance’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.4M	Sell	182,268 -207,232	-53%	-$68.2M	13.7%	2
2025 Q4	$135M	Hold	389,500	–	–	31.1%	1
2025 Q3	$128M	Hold	389,500	–	–	30.03%	1
2025 Q2	$107M	Hold	389,500	–	–	28.21%	1
2025 Q1	$65.2M	Hold	389,500	–	–	19.6%	2
2024 Q4	$90.3M	Hold	389,500	–	–	24.83%	1
2024 Q3	$67.2M	Hold	389,500	–	–	19.76%	2
2024 Q2	$62.5M	Hold	389,500	–	–	18.79%	2
2024 Q1	$51.6M	Hold	389,500	–	–	16.23%	2
2023 Q4	$43.5M	Hold	389,500	–	–	14.41%	2
2023 Q3	$32.4M	Hold	389,500	–	–	12.34%	2
2023 Q2	$33.8M	Hold	389,500	–	–	12.36%	2
2023 Q1	$25M	Hold	389,500	–	–	9.96%	2
2022 Q4	$21.8M	Hold	389,500	–	–	9.16%	2
2022 Q3	$17.3M	Hold	389,500	–	–	7.94%	2
2022 Q2	$18.9M	Hold	389,500	–	–	8.15%	2
2022 Q1	$24.5M	Hold	389,500	–	–	9.12%	2
2021 Q4	$25.9M	Hold	389,500	–	–	9.03%	2
2021 Q3	$18.9M	Hold	389,500	–	–	7.6%	2
2021 Q2	$18.6M	Hold	389,500	–	–	7.57%	2
2021 Q1	$18.1M	Hold	389,500	–	–	7.82%	2
2020 Q4	$17.1M	Hold	389,500	–	–	7.87%	2
2020 Q3	$14.2M	Hold	389,500	–	–	7.35%	2
2020 Q2	$12.3M	Hold	389,500	–	–	6.75%	3
2020 Q1	$9.23M	Hold	389,500	–	–	6.29%	4
2019 Q4	$12.3M	Hold	389,500	–	–	6.71%	4
2019 Q3	$10.8M	Hold	389,500	–	–	6.44%	4
2019 Q2	$11.2M	Hold	389,500	–	–	6.92%	3
2019 Q1	$11.7M	Hold	389,500	–	–	7.38%	3
2018 Q4	$9.9M	Hold	389,500	–	–	7.15%	3
2018 Q3	$9.61M	Hold	389,500	–	–	6.08%	4
2018 Q2	$9.45M	Buy	389,500 +315,000	+423%	+$7.72M	6.37%	5
2018 Q1	$1.76M	Buy	74,500 +42,000	+129%	+$1.06M	1.43%	26
2017 Q4	$835K	Buy	+32,500	New	+$845K	0.7%	31

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cincinnati Specialty Underwriters Insurance's AVGO Position: Q1 2026 in Review

Cincinnati Specialty Underwriters Insurance reduced its Broadcom (AVGO) stake by 53% in Q1 2026, selling an estimated $68.2M and leaving 182,268 shares worth $56.4M. The position accounts for 13.7% of the portfolio, ranked #2.

Cincinnati Specialty Underwriters Insurance first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. The position peaked at $135M in Q4 2025. 4,668 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Cincinnati Specialty Underwriters Insurance held 182,268 shares of Broadcom worth $56.4M as of Q1 2026.
Cincinnati Specialty Underwriters Insurance sold 207,232 Broadcom shares in Q1 2026, an estimated $68.2M.
Broadcom made up 13.7% of Cincinnati Specialty Underwriters Insurance's portfolio in Q1 2026, its #2 holding.
Cincinnati Specialty Underwriters Insurance first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
Cincinnati Specialty Underwriters Insurance's Broadcom position peaked at $135M in Q4 2025.
4,668 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cincinnati Specialty Underwriters Insurance's 13F filing for Q1 2026, filed 11 May 2026.